Virtual Event

Ask Me Anything: I Changed Careers to Be a Financial Planner

Jul 10, 2024 @ 10 AM PT / 1 PM EST

As part of our ongoing "AMA Series," this session promises to be another engaging and informative event giving you a front-row seat to advisors who've been there, done that, successfully.  

Have you considered changing careers to be a financial planner?  Are you curious about what it really takes to make the shift and be a profitable firm owner?  Be sure to join XYPN members Linda Grizely, MSFS, CFP®, CAP® and Ryan Sullivan, PE to learn how they successfully transitioned careers to launch their own RIAs in this no-holds-barred Ask Me Anything! 

Together we’ll:

  • Explore the personal journey of these members who navigated career changes to establish thriving RIAs
  • Gather practical insights, valuable advice and actionable strategies for making a successful transition into the financial advisory field
  • Equip yourself to overcome obstacles by learn from their triumphs and challenges along the way
  • Learn how to build a brand that defines your niche and creates a strong presence in your marketspace
  • Have an open discussion with those who’ve been there and successfully done that

Don't miss out on this exclusive opportunity to learn from professionals who've walked the path you're considering. Register now and get ready to take your new career to new heights!


Register Now